10 Stocks to Watch on July 1: Bharat Forge, HUL, Nykaa, BEL Among Key Movers

As GIFT Nifty hints at a positive market start, strategic deals, restructuring, and business updates drive investor focus toward these top-performing stocks.

July-1, 2025: On Monday, the Indian markets snapped a four-day rally with the NSE Nifty 50 falling 121 points (0.47%) to 25,517, while the BSE Sensex shed 452 points (0.54%) to 83,606. Global sentiment, however, remains upbeat, and GIFT Nifty signals a positive start for July 1 trade.

Also Read: Is the US-India Trade Deal Almost Done? Trump-Modi Share Very Good Relation: White House


Top 10 Stocks to Watch Today:

🔧 Bharat Forge

Announced a strategic restructuring of its defence business. Defence assets and obligations will be transferred to subsidiary Kalyani Strategic Systems Ltd. Also revised the acquisition cost of AAM India Manufacturing to ₹770 crore. The restructuring aims to enhance focus and clarity in its defence vertical.

Also Read: Commercial LPG Cylinder Price Cut by ₹58.50 From July 1: What About Household Consumers?

🧼 Hindustan Unilever (HUL)

Chairman Nitin Paranjpe, at the company’s 92nd AGM, projected stronger growth in FY26. Introduced the new ‘Aspire’ framework to revamp its portfolio and expand into future core segments.

💄 Nykaa (FSN E-Commerce Ventures)

Set an ambitious 22–25% annual revenue growth target and aims for breakeven in its fashion segment by FY26. Analysts see long-term potential as discretionary spending in India rises.

🚚 Delhivery

Received a ₹1.32 crore income tax penalty related to FY16 expenses. The order from the Delhi IT department pertains to ₹3.95 crore in expenditures, which remain unspecified.

Also Read: Wall Street Rallies as Canada Lifts Tech Tax, Reigniting US Trade Hopes

✈️ Reliance Infrastructure (Defence)

Reliance Defence has partnered with US-based Coastal Mechanics to provide MRO and upgrade services for Indian armed forces. The joint venture targets the ₹20,000 crore defence MRO market with offerings for jets, helicopters, and air defence systems.

🪙 Hindustan Copper

Signed an MoU with Coal India to explore opportunities in copper and critical minerals sectors. Though not legally binding, the partnership may open global collaborations in strategic mineral exploration.

🌱 IREDA

Announced a 29% YoY increase in loan sanctions to ₹11,740 crore and a 31% rise in disbursements to ₹6,981 crore for Q1 FY26. The PSU remains focused on financing India’s renewable energy drive.

Kalpataru Projects International (KPIL)

Secured new international T&D orders worth ₹989 crore. The contracts are in overseas power transmission and distribution markets, boosting KPIL’s global order book.

🛡️ Bharat Electronics Ltd (BEL)

Bagged new orders worth ₹528 crore post-June 20. Contracts include supply of radars, jammers, EVMs, shelters, and control systems to defence clients.


🏷️ Tags:

Stocks to watch, July 1 stock picks, Bharat Forge defence restructuring, Nykaa revenue growth, IREDA loan update, BEL defence orders, Kalpataru international projects, HUL Aspire strategy, Reliance Defence MRO, Delhivery tax penalty, Hindustan Copper Coal India MoU

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